Now, considering that all energy analysts can talk about is how the “natural gas glut” will keep a cap on prices, you might need some convincing.

You’ll recall that yesterday I told you to drown out all “the noise” in the energy market.

Conventional wisdom among analysts here is a perfect example of such noise.

Don’t listen to it.

Granted, there is a large supply of natural gas. But demand is rising sharply, as power suppliers switch to natural gas to take advantage of the cheaper, cleaner-burning fuel.

Power companies have pulled the plug on more than 35,000 MW of coal-fired energy. That’s more than 10% of the country’s total coal energy capacity.

Indeed, coal has seen its share of U.S. energy demand shrink from 20.2% in 2011 to just 18% this year. At the same time, demand for natural gas is set to rise to 27.4% this year – up from 25.5% in 2011.

Power companies aren’t the only ones fueling the natural gas boom, though. Consumers are also contributing in a big way.

Currently, 50% of U.S. households use natural gas for heating. But like energy companies, more homes are making the switch to save cash.

The cynic in me attributes this change of heart to lobbying from the oil companies. Seriously.

You see, over the past decade, oil majors have accrued massive natural gas portfolios. And now that they have sufficient holdings, they’ve given their lobbyists the green light to launch a propaganda blitz extolling the virtues of natural gas to politicians.

Such a reality will lead to more favorable legislation for the commodity, further accelerating the natural gas price rebound.

Now, here’s the best part: There’s a chance for you to snag massive profits from this black swan event.

The Turnaround Play You Better Not Miss

There’s no doubt it’s been a tough couple of years for natural gas producers. But those that survived are leaner and stronger for it. And many are now on the cusp of seeing their share prices skyrocket.

By how much?

Well, barring a severe economic downturn, natural gas prices will break $4 per mcf next year – and likely hit $4.50. Producers will then be able to hedge at even higher prices in the futures markets, probably at $5 to $5.50 per mcf.

Such a scenario would translate to a 30% to 50% increase in earnings for natural gas companies, a surge that would certainly be mirrored in stock prices.

Better yet, the country’s biggest natural gas producers, like Chesapeake (NYSE: CHK) and EnCana (NYSE: ECA), are still underperforming. So it’s clear that the recent price rebound is not yet reflected in their shares.

I expect that to change over the coming months.

Higher gas prices will lead analysts to reappraise these companies’ assets. At that point, all the skeptics will finally climb aboard and the stocks will rocket higher.

Machine-learning algorithms are cleverly downloading faces from social media pages like Facebook… and then uploading those faces to unsavory videos. This is the latest example of technology moving faster than our moral ability to use it.

One mystery trader just rolled over a massive volatility bet that could pay out $260 million if he’s right again. Can you blame him? He’s got seven-plus years of the bull trend on his side. Well, none of that means squat if you’re Goldman Sachs.